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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER6+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $367,239 |
SIGULER GUFF ADVISERS, LLC5 years Filed as: SIGULER GUFF Service code 28 · EIN 13-3855630 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $149,768 |
MARCO CONSULTING GROUP6+ years Filed as: MARCO CONSULTING Service code 28 · EIN 36-3555074 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 660612501 | Investment Management | $70,000 |
US REIF5 years Service code 28 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $61,942 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 22 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Insurance Broker | $53,833 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 250 WASHINGTON AVENUE EXTENSION · ALBANY, NY 12203 | Actuarial | $53,247 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $48,663 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Securities Custodian | $48,662 |
GCM GROSVENOR1 year Service code 28 · EIN 36-4892746 900 NORTH MICHIGAN AVE SUITE 1100 · CHICAGO, IL 60611 | Investment Management | $29,861 |
M&T6+ years Service code 62 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Float revenue | $28,587 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 15.55% | 6.41%+9.1pp | 8.01%+7.5pp | 11.45%+4.1pp |
| Employer contribution / active EE | $15,306 | $11,592+32.0% | $29,475-48.1% | $17,219-11.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |